contractrvuguru's profile picture. My views are my own and do not reflect the views of my employer.

Scott Bickley

@contractrvuguru

My views are my own and do not reflect the views of my employer.

So true…

In the past, when a CEO needed air cover for layoffs or a strategy change, they’d hire McKinsey to tell them what they already knew and then point to the “consultants”. Now they will point to “AI”, but it’s equally untrue.



Scott Bickley reposteó

Fiscal deficits are flattish in dollar terms (slightly down in % of GDP terms), and nominal growth is flattish in dollar terms (slightly down in % change terms). Prior jumbo stimulus is still working its way through the system with a lag and starting to weaken, having run its…


Scott Bickley reposteó

Texas burned $60 million on a high school stadium. It closed after 2 years. The fix cost $10 million. Engineers admitted it would've cost $1 million if done right. Here's why contractors keep making the same "mistake":

MarcGravely's tweet image. Texas burned $60 million on a high school stadium.

It closed after 2 years. The fix cost $10 million.

Engineers admitted it would've cost $1 million if done right.

Here's why contractors keep making the same "mistake":
MarcGravely's tweet image. Texas burned $60 million on a high school stadium.

It closed after 2 years. The fix cost $10 million.

Engineers admitted it would've cost $1 million if done right.

Here's why contractors keep making the same "mistake":

Scott Bickley reposteó

Every day, I look at the news cycle, and I think about Yuri Bezmenov said in 1989, before the internet was even a thing: "To change the perception of reality, of every American, to such an extent that despite an abundance of information no one is able to come to sensible…


Scott Bickley reposteó

“Modern luxury is the ability to think clearly, sleep deeply, move slowly, and live quietly in a world designed to prevent all four.” Justin Welsh


Scott Bickley reposteó

Just finished this book - Bad Therapy by @AbigailShrier This is one of the most eye-opening books I've ever read. It's a must read for any parent, any teacher, and should be required reading for any school administrator as well. The book dives into trying to figure out why…

anymanfitness's tweet image. Just finished this book - Bad Therapy by @AbigailShrier 

This is one of the most eye-opening books I've ever read. It's a must read for any parent, any teacher, and should be required reading for any school administrator as well.

The book dives into trying to figure out why…

Scott Bickley reposteó

Here’s the game & many Republicans are falling for the trap: - In 2019, they impeached Trump for withholding Ukraine funding “over the objection of career experts.” - The current Ukraine bill sends $$ to the exact same DoD fund & the same “career experts” will support spending…

I just sent the below memo to every one of my Republican colleagues in Congress. Buried in the bill’s text is an impeachment time bomb for the next Trump presidency if he tries to stop funding the war in Ukraine. We must vote against this disastrous bill.

JDVance's tweet image. I just sent the below memo to every one of my Republican colleagues in Congress.

Buried in the bill’s text is an impeachment time bomb for the next Trump presidency if he tries to stop funding the war in Ukraine.

We must vote against this disastrous bill.
JDVance's tweet image. I just sent the below memo to every one of my Republican colleagues in Congress.

Buried in the bill’s text is an impeachment time bomb for the next Trump presidency if he tries to stop funding the war in Ukraine.

We must vote against this disastrous bill.


Scott Bickley reposteó

NEW: Presidential candidate Robert F. Kennedy Jr. visits the border and finds 'miles' of border fence material purchased by Donald Trump but abandoned by President Joe Biden. This is deliberate. It gets even worse. The cartel is taking advantage of this specific area to…


Scott Bickley reposteó

Very few people in America realize that their vote will be rendered meaningless

.@JoeRogan talks about the migrants in New York City beating cops, getting released without bail, and flipping off the cameras as they leave. He points out that the city provides luxury hotels and free meals to illegal immigrants while many Americans face financial difficulties.…



Scott Bickley reposteó

REPOST 💙

TheChelseaForum's tweet image. REPOST 💙

Scott Bickley reposteó

Thank you

I thought @elonmusk’s interview with @andrewrsorkin was one of the great interviews ever. Musk is a free speech absolutist which I respect. I think he is entirely correct that he and @X are treated unfairly and inconsistently by advertisers. @tiktok_us @instagram @facebook and…



Scott Bickley reposteó

12 admirable leadership traits and more:🧵 1. Humility - a beginner’s mindset that is open to new ideas and less judgmental. A mindset free of prejudice. A quiet mind that values actions above words.


Scott Bickley reposteó

Legend There will never be another Doyle Brunson Doyle was @RadioAmanda favorite player by a mile He will be missed by many, the Godfather of Poker #RIPDoyle

RealKidPoker's tweet image. Legend

There will never be another Doyle Brunson

Doyle was @RadioAmanda favorite player by a mile

He will be missed by many, the Godfather of Poker

#RIPDoyle
RealKidPoker's tweet image. Legend

There will never be another Doyle Brunson

Doyle was @RadioAmanda favorite player by a mile

He will be missed by many, the Godfather of Poker

#RIPDoyle
RealKidPoker's tweet image. Legend

There will never be another Doyle Brunson

Doyle was @RadioAmanda favorite player by a mile

He will be missed by many, the Godfather of Poker

#RIPDoyle
RealKidPoker's tweet image. Legend

There will never be another Doyle Brunson

Doyle was @RadioAmanda favorite player by a mile

He will be missed by many, the Godfather of Poker

#RIPDoyle

What do you say @elonmusk ? Simon makes a great point.

The new CEO of @Twitter, Linda Yaccarino (@lindayacc), who was appointed by @elonmusk, does not seem to know what she's talking about when it comes to 'fake news.' She believes that fake news does not come from 'trusted' and 'traditional' sources. She hasn't read about the Hunter…



Scott Bickley reposteó

The new CEO of @Twitter, Linda Yaccarino (@lindayacc), who was appointed by @elonmusk, does not seem to know what she's talking about when it comes to 'fake news.' She believes that fake news does not come from 'trusted' and 'traditional' sources. She hasn't read about the Hunter…


This is exactly what needs to happen!

BREAKING NEWS ON STIGMA RISK FRONT: @federalreserve considering easing terms of banks’ access to its discount window, giving firms a way to turn assets that have lost value into cash w/o kind of losses that toppled SVB Financial Group. The Fed declined to comment. @business



Scott Bickley reposteó

BREAKING NEWS ON STIGMA RISK FRONT: @federalreserve considering easing terms of banks’ access to its discount window, giving firms a way to turn assets that have lost value into cash w/o kind of losses that toppled SVB Financial Group. The Fed declined to comment. @business


Takeaway - buy WFC and BAC amidst the tumble! Flight to safety narrative bullish for the big boys…

Sharp Relief: Thoughts on #SVB Disclosure: I’m directly or indirectly involved with several firms who had/have funds at SVB. None are impaired, or facing liquidity issues due to failure. What happens (conjecture): /1



Great summary on SVB implosion and why this is not a solvency issue, it’s a liquidity issue created by the enablement of real time asset transfers in the modern economy!

Follow up to the retweet below ... My guess, and this is only a guess, is Silicon Valley Bank knew the tech industries in a bad place and they knew the burn rates were going higher and the tech companies can’t raise capital fast enough to replace dwindling deposits. They were…

biancoresearch's tweet image. Follow up to the retweet below ...

My guess, and this is only a guess, is Silicon Valley Bank knew the tech industries in a bad place and they knew the burn rates were going higher and the tech companies can’t raise capital fast enough to replace dwindling deposits. They were…


Read this to understand what is happening in the bank space - FDIC needs to raise insurance levels NOW coupled with the banks need to pay competitive interest on deposits NOW - not that complicated…

1/14 $SVB fails two days after $SI fails. Why now? What was the catalyst? tl:dr Their deposit rates are too low, and there is an effective run on the entire “low yielding” banking system. The fix is simple – raise deposit rates to attract capital. But this hurts profits. 🧵



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